| USD millions | FY2021 | FY2022 | FY2023 | FY2024 | FY2025 | FY2026 | TTM | Trend | YoY |
|---|---|---|---|---|---|---|---|---|---|
| Revenue | 137.2 | 162.6 | 198.1 | 237.5 | 275.6 | 319.3 | 330.3 | +3.4% | |
| Cost of revenue | 47.8 | 61.1 | 77.2 | 93.2 | 103.6 | 121.8 | 122.0 | +0.2% | |
| Gross profit | 89.4 | 101.5 | 120.8 | 144.3 | 172.0 | 197.5 | 208.3 | +5.5% | |
| Research & development | 55.3 | 46.3 | 50.3 | 56.7 | 62.4 | 72.7 | 75.5 | +3.8% | |
| Selling, general & administrative | 47.5 | 42.5 | 53.4 | 64.7 | 74.0 | 82.0 | — | — | |
| Selling & marketing | 14.2 | 14.7 | 22.7 | 28.4 | 33.1 | 39.8 | — | — | |
| Operating expenses | 110.3 | 95.2 | 107.9 | 128.5 | 149.4 | 157.2 | 160.1 | +1.8% | |
| Operating income | (21.0) | 6.3 | 12.9 | 15.8 | 22.6 | 40.1 | 48.2 | +20.1% | |
| Interest expense | 0.0 | 0.0 | 0.0 | 0.0 | 1.5 | 0.5 | 0.3 | −29.8% | |
| Interest income | 0.1 | 0.1 | 2.2 | 5.1 | 3.8 | 2.0 | 2.5 | +27.3% | |
| Other income / expense | (0.3) | 0.2 | 2.9 | 4.9 | 3.0 | 8.3 | — | — | |
| Pre-tax income | (21.2) | 6.5 | 15.8 | 20.7 | 25.6 | 48.4 | 54.4 | +12.3% | |
| Income tax | (0.2) | 0.0 | 1.2 | (65.5) | 2.4 | 9.6 | 11.5 | +19.3% | |
| Net income | (21.0) | 6.5 | 14.6 | 86.2 | 23.2 | 38.8 | 42.9 | +10.6% | |
| Discontinued operations | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | — | — | |
| Other net income adjustments | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | — | — | |
| EPS, basic (per share) | (1.01) | 0.19 | 0.52 | 3.31 | 0.84 | 1.39 | 1.53 | +9.9% | |
| EPS, diluted (per share) | (1.01) | 0.18 | 0.49 | 3.17 | 0.82 | 1.36 | 1.51 | +11.2% | |
| EBITDA | (16.4) | 10.4 | 19.4 | 25.9 | 35.2 | 58.6 | 52.0 | −11.3% | |
| Depreciation & amortization | 4.8 | 3.9 | 3.7 | 5.3 | 8.0 | 9.7 | 3.7 | −61.8% | |
| Weighted average shares (shares) | 23,458,000 | 24,357,000 | 24,694,000 | 25,668,000 | 27,518,000 | 28,048,000 | — | — | |
| Weighted average diluted shares (shares) | 23,458,000 | 25,483,000 | 25,929,000 | 26,842,000 | 28,257,000 | 28,417,000 | — | — | |
| Gross margin | 65.2% | 62.4% | 61.0% | 60.7% | 62.4% | 61.9% | 63.1% | +1.2 pts | |
| Operating margin | −15.3% | 3.9% | 6.5% | 6.6% | 8.2% | 12.6% | 14.6% | +2.0 pts | |
| Net margin | −15.3% | 4.0% | 7.4% | 36.3% | 8.4% | 12.1% | 13.0% | +0.8 pts |
Amounts are shown in the stated units; per-share amounts and shares are unscaled. Negative amounts are in brackets.
TTM ends 2026-06-30 and uses four consecutive reported quarters.
